First Trust Dow Jones Select MicroCap Index Fund
FDM
32 hedge funds and large institutions have $15.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 0 closing their positions.
11% more capital invested
Capital invested by funds: $13.5M → $15.1M (+$1.55M)
7% more funds holding
Funds holding: 30 → 32 (+2)
0.85% more ownership
Funds ownership: 29.8% → 30.65% (+0.85%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $22K | – | – | – |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $15K | +$10.7K | +300 | +273% |
|
|
DADC
28
D.A. Davidson & Co
Great Falls,
Montana
| $14K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $6K | -$6.15K | -173 | -52% |
|
|
DBT
30
Dubuque Bank & Trust
Dubuque,
Iowa
| $4K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | +$36 | +1 | New |
|
FDM Hedge Fund Activity: Q3 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q3 2016, worth a combined $15.1M — up 11% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FDM positions and 0 closed out — a net gain of 3 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.8M. The largest seller was BB&T Securities, cutting an estimated $3M.
- 32 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q3 2016, up from 30 in Q2 2016.
- Funds reported $15.1M of First Trust Dow Jones Select MicroCap Index Fund stock for Q3 2016, up 11% quarter-over-quarter.
- 3 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q3 2016 and 0 closed out, a net change of +3 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q3 2016 was Susquehanna International Group, an estimated $1.8M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q3 2016 was BB&T Securities, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2016.